Our Newsletters

Published Date
Newsletter
06/04/2021
The Road Map, Vol 1
04/30/2021
What Biden’s Tax Changes Might Mean for Investors
04/23/2021
Family Investment Companies Are Fantastic!
04/09/2021
You Need a Strong Core to be Financially Fit
03/26/2021
How to be a Happy Investor 😊
03/19/2021
Preparing for Higher Interest Rates
03/12/2021
The Great Bubble Debate
03/05/2021
Lets Twist Again?
02/26/2021
Interest Rates Are Heading Higher
02/19/2021
The Future of Bitcoin
02/12/2021
The Basic ETF Design Is A Tough Act to Beat
02/05/2021
Don't Sell Yourself Short
01/28/2021
Quarterly Update | Q4 2020
01/22/2021
Is Your Index Tracking ETF Overweight(ed)?
01/16/2021
Is The Stock Market Too Expensive?
01/09/2021
Questional Predictions for 2021
12/18/2020
Be Prepared
12/11/2020
Forecasting Failures
12/04/2020
Is Now a Good Time to Pay Capital-Gains Taxes?
11/20/2020
The King is Dead. Long Live the King!
11/13/2020
Make Lemonade
11/06/2020
Since When is Gridlock a Good Thing?
10/30/2020
Hope for the Best, Prepare for the Worst
10/23/2020
Should The Election Influence Your Tax Strategy For Capital Gains?
10/16/2020
The Pros and Cons of ESG
10/09/2020
Total Return vs. Dividends – Which Should Be your Focus?
10/02/2020
The Politics of Dying
09/25/2020
The Politics of Investing
09/18/2020
Now May Be A Good Time To Add Equal-Weighted ETFs To Your Portfolio
09/11/2020
Are America's Financial Markets Still Free?
08/29/2020
The Inflation Debate Is Heating Up
08/21/2020
Is it Better to be a Tortoise or a Hare?
08/14/2020
What do all-time highs mean for the future of the stock market?
08/07/2020
What if the Dollar Takes a Dive?
07/31/2020
Is This Time Different?
07/24/2020
Will the Chinese Trade War Become a Cold War?
07/17/2020
Do Bonds Still Belong in Your Portfolio?
07/10/2020
Is the S&P 500 Dangerously Concentrated?
06/26/2020
Lowering Risk with Tactical Asset Allocation
06/19/2020
Is It Time To Rethink Your Tolerance For Investment Risk?
06/12/2020
Dead Cat Bounce?
06/05/2020
What, Me Worry? (About Inflation)
05/29/2020
Has Mr. Market Lost His Mind?